ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 441 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,223 | +17.9% | 29,801 | +19.1% | 0.19% | +20.6% |
| Q2 2023 | $1,037 | +3.0% | 25,012 | +3.5% | 0.16% | -2.5% |
| Q1 2023 | $1,007 | +6.3% | 24,156 | +4.3% | 0.16% | -0.6% |
| Q4 2022 | $947 | -99.9% | 23,171 | +5.5% | 0.16% | +8.1% |
| Q3 2022 | $877,000 | +1.0% | 21,959 | +2.6% | 0.15% | +7.2% |
| Q2 2022 | $868,000 | +5.2% | 21,398 | +14.1% | 0.14% | +24.3% |
| Q1 2022 | $825,000 | – | 18,761 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Divergent Planning, LLC | 363,684 | $14,747,000 | 10.60% |
| KilterHowling LLC | 216,961 | $8,797,756 | 9.88% |
| Williams Financial, LLC | 208,856 | $8,469,000 | 6.89% |
| Thrive Capital Management, LLC | 232,513 | $9,428,000 | 6.53% |
| Sound Income Strategies, LLC | 1,045,901 | $42,411,000 | 5.66% |
| Matthew Goff Investment Advisor, LLC | 493,701 | $20,020,000 | 5.39% |
| Legacy Financial Group LLC | 418,144 | $16,956,000 | 5.35% |
| Regal Wealth Group, Inc. | 180,706 | $7,328,000 | 5.29% |
| FINANCIAL ADVISORY PARTNERS, LLC | 303,352 | $12,300,924 | 5.08% |
| SMITH CHAS P & ASSOCIATES PA CPAS | 1,646,689 | $66,773,000 | 4.81% |